Setting the standard for investment industry expertise and leadership
Most CPA firms have only a limited knowledge of the investment industry. Some are so large that they are unable to respond to the need for highly personalized service at a reasonable price. At Kreischer Miller, however, we are unique in our ability to meet the needs of investment industry firms for the following reasons:
1. Greater involvement of senior team members
The largest accounting firms typically have staff to partner ratios of 14 to 1. At Kreischer Miller, our staff to partner ratio is 5 to 1. That means that each of our clients receives a high level of personal attention and service from senior-level, experienced team members. Our experienced directors and managers will be actively involved with your engagement from the onset, working side-by-side with all of your engagement team members.
2. Deep investment industry experience
Our professionals have worked with investment firms across the United States and Europe that manage a variety of asset classes utilizing various investment structures, including:
Asset Classes
- Equity (domestic and international, all capitalization levels)
- Traditional fixed income (corporate, government, domestic, international, high yield)
- Private equity
- Real estate
- REITS
- Structured credit
- Use of leverage and derivatives
Investment Structures
- Stand-alone portfolios – institutional and retail (including wrap / separately managed accounts)
- Investment funds
- Fund of funds
- Master/feeder structures
3. Investment industry and accounting profession leadership
Our professionals are actively involved and have taken leadership positions with the following organizations:
- GIPS Verification/Practitioner Subcommittee
- United States Investment Performance Committee
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants